The Morning Brief

Economic analyst Swaminathan Aiyar discusses India's burning issues of investments, employment, and consumption post-Budget 24. Critiquing PLIs, FDI trends, and private sector investment debates. Exploring historical budget reforms and challenges for labor reform and next-generation areas.

There are three kinds of people in the world: those who understand quantum computing, those who dont..and those who do and don’t. Quantum computing goes beyond the world of binaries, into the smallest units of calculations fathomable. It can simulate chemical reactions and optimize AI, financial service and healthcare beyond the range of current human thought. It is into this realm that India wishes to take a leap. It launched the National Quantum Mission with a budget of over Rs. 6,003 crore (approximately $730 million) for 2023-2031. It is building an indigenous quantum computer, of 6 to 7 qubits. Like in other tech capabilities, India is a late starter with super charged ambitions. Host Dia Rekhi, Robert Sutor, Vice President at The Futurum Group and Ajai Chowdhry, Chair of the Mission Governing Board of the National Quantum Mission delve into this fascinating world and analyse India’s place in it.Credits: IBM Research, World LeaderCheck out other interesting episodes from the host like: Bumpy Rides For EVs in India, Lethal Liquor Part 1: How Moonshine Devastated a Village, India Scorching Part 1, India Scorching Part 2, Will Chabahar Port open up India’s own Silk Route? and more!Connect with our host Dia Rekhi on her social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts. See omnystudio.com/listener for privacy information.

Tech research CEO Peter Bendor-Samuel discusses the recent tech apocalypse caused by a problematic update from CrowdStrike, leading to global system crashes and the famous Blue Screen of Death. The podcast delves into the chaos, the challenges in fixing it, and the importance of quality checks in tech implementation.

Guests Abizer Diwanji and Dhruv Chawla discuss RBI's new rules on banking fraud, giving accused borrowers more time to respond. They explore the implications of being labeled fraudulent and the importance of rules in fraud prevention. The podcast also delves into challenges in data-driven systems and regulatory balance in the banking sector.

Andhra Pradesh's Chief Minister N. Chandrababu Naidu's quest to attract investments and eliminate political opposition, including demolishing YSRCP's office and releasing critical white papers. Insights on alleged corruption under the YCP government and rebuilding Brand Andhra Pradesh. Discussion on political controversies, retaliatory actions, and upcoming union budget preparations.

Rajeev Singh from Deloitte India discusses the slowdown in EV sales in India, challenges like limited charging infrastructure, and Tata Motors revising sales targets. They explore government subsidies, hybrid models, and customer experiences, comparing India's approach with China's NEV policy.

French alcobev manufacturer, and part of the largest luxury group in the world Moët Hennessy is planning to expand its India focus. After being in the country for over two decades, the company now has their own sparkling wine production facility in India, and an Indian managing director, for the first time ever - Ipsita Das. The company’s sharper India focus is in keeping with the country’s fast-growing premium liquor market Host Shabori Das talks to Ipsita Das about Moët Hennessy’s plans for India, and how luxury alcobev is growing in the country. If you like this episode from Shabori Das, check out her other interesting episodes on Sephora Kids: Why are Children Buying Anti-Ageing Creams, Quick Commerce vs E-Commerce - The Need for Speed in Retail, Decoding Doom Spending and Loud Budgeting, The Commerce of Concerts: All Play No Profits?, Rewriting India's Toy Story, and more! You can follow our host Shabori Das on his social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.

India’s capital markets regulator Sebi has asked online brokerages to move away from any kind of slab pricing to their clients and levy one, uniform charge. It has sweeping implications for fintech startups in the online stock brokerage space. Companies like Zerodha, Groww, and Shoonya, known for their zero brokerage models, face potential revenue disruptions and valuation shifts. As SEBI continues to enforce stringent regulations aimed at enhancing market accountability and oversight, how will these fintech players adapt? Hosts Nikhil Agarwal and Anirban Chowdhury talk to Arun Chaudhry, CBO of m.Stock by Mirae Asset and ET’s Pratik Bhakta to explore the ripple effects of this mandate, the strategic pivots these companies might need to make, and whether this is part of a broader regulatory trend targeting online brokers. Tune in.  Check out other interesting episodes like: How Nvidia Became the World’s Most Valuable Company, Gold is Old: How Rich Indian Women Invest Now, Hyundai’s Mega IPO, India's Big Bond Breakthrough, Why Are Banks Worried About RBI’s New Project Finance Rules?, How Wall Street Algos are Eating Indian Option Traders’ Lunch?, and more! You can follow Nikhil Agarwal on his social media: Twitter and Linkedin You can follow our host Anirban Chowdhury on his social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.

Adani group’s recent acquisition spree in the cement space has reshaped the competitive landscape by challenging Aditya Birla Group’s long-standing lead with UltraTech cement. Aditya Birla Group has continued its aggressive expansion strategy through its recent buyout of India Cements indicating its intent to continue being a market leader. As both companies increase their production capacities against an increasing demand from housing projects and government infrastructure spending, there are key questions that occur. Join host Anirban Chowdhury talks to Vipul Prasad, Founder, Magadh Capital Advisors LLP and Arijit Barman from ET on seismic shifts in the Indian cement industry brought about by the giants.Credits: CNBC-TV18, Business TodayCheck out other interesting episodes like: Lethal Liquor Part 1: How Moonshine Devastated a Village, India Scorching Part 1, India Scorching Part 2, Will Chabahar Port open up India’s own Silk Route? and more!You can follow Anirban Chowdhury on his social media: Twitter and LinkedinCatch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn,  Amazon Music and Google Podcasts.  See omnystudio.com/listener for privacy information.

Siemens' Global CEO Roland Busch discusses the company's transformation, focus on technology, renewable energy investments, collaboration with Microsoft in generative AI, impacts of tariff barriers on green tech, and countering extremism in the political landscape.